Analyst Commentary Highlights Resilience and Upgraded Valuation Outlook for IQVIA Holdings

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

05 Dec 25

Views

144

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

12.7%

7D

1.7%

Loading

1Y

12.7%

7D

1.7%

You can edit this narrative until Dec 6 4:25 AM. Then, changes will post as Updates.

Author's Valuation

US$25011.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 1.01%

IQV: Easing Cancellations Will Drive Earnings Reacceleration Into 2026

The analyst price target for IQVIA Holdings has been raised modestly from $247.50 to $250.00, as analysts point to stabilizing cancellations, improving visibility into 2026 earnings growth, and expectations for a valuation re rate supported by a gradually strengthening operating environment. Analyst Commentary Recent Street research on IQVIA presents a balanced mix of optimism around the company’s medium-term growth setup and caution about nearer-term execution risks and market conditions.

Shared on 21 Nov 25

Fair value Increased 0.27%

IQV: Earnings Reacceleration Will Drive Outperformance Into 2026

Analysts have lifted their price target on IQVIA Holdings slightly from $246.84 to $247.50. They cite improving earnings momentum, greater business stability, and continued sector resilience as key supporting factors.

Shared on 06 Nov 25

Fair value Increased 10%

IQV: Margins and Market Visibility Will Drive Outperformance Versus Peers

The analyst price target for IQVIA Holdings has been raised from $223.42 to $246.84. Analysts point to stabilizing profit margins, modestly higher growth expectations, and increasing industry confidence as key drivers of the upward revision.

Shared on 23 Oct 25

Fair value Increased 2.36%

The analyst price target for IQVIA Holdings has increased by approximately $5 to $223, as analysts cite the company's business resilience, workforce stability, and diversified client base as key drivers for higher valuation. Analyst Commentary Recent analyst updates highlight a mix of confidence and caution regarding IQVIA Holdings' future outlook, referencing the company's performance, client diversification, and sector positioning.

Shared on 08 Oct 25

Fair value Increased 1.10%

Analysts have slightly increased their price target for IQVIA Holdings from approximately $215.89 to $218.26. They cite improved demand momentum, strong segment performance, and business resilience relative to peers as reasons for the adjustment.

Shared on 11 Sep 25

Fair value Increased 0.74%

Analysts have modestly raised IQVIA’s price target to $215.89, citing strong B2B metrics, business diversification, and resilience in core segments despite sector headwinds and macroeconomic uncertainty. Analyst Commentary Bullish analysts cite IQVIA’s stronger business-to-business metrics, workforce stability, and lower customer concentration as reasons for outperformance and insulation against pharma sector restructurings, supporting higher valuation multiples.

Shared on 07 May 25

Fair value Decreased 6.60%

Shared on 30 Apr 25

Fair value Increased 1.26%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 23 Apr 25

Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 7.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 34%

AnalystConsensusTarget Fair Value

US$250

11.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.58%

Life Sciences revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.64%

Calculation

US$1.88b

Earnings '28

x

26.21x

PE Ratio '28

=

US$49.38b

Market Cap '28

US$49.38b

Market Cap '28

/

154.02m

No. shares '28

=

US$320.62

Share Price '28

US$320.62 Share Price '28

Discounted to 2025 @ 8.65% p.a.

=

US$249.97

Fair Value '25